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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1476
FCA Corp
Texas
$271K – – –
RFS
1477
Richardson Financial Services
Massachusetts
$271K +$254K +2,794 New
MSFP
1478
Mark Sheptoff Financial Planning
Connecticut
$270K -$182K -2,000 -42%
BIA
1479
Beacon Investment Advisors
Maryland
$269K -$273 -3 -0.1%
CCT
1480
Capital City Trust
Florida
$269K +$13.1K +144 +5%
CI
1481
CX Institutional
Indiana
$269K -$134K -1,472 -35%
MWM
1482
Modern Wealth Management
Kansas
$268K +$251K +2,760 New
SSA
1483
Sierra Summit Advisors
Nevada
$268K +$251K +2,757 New
AWAU
1484
Alliance Wealth Advisors (Utah)
Utah
$267K -$7.46K -82 -3%
UCI
1485
Uncommon Cents Investing
Wisconsin
$267K +$250K +2,753 New
VCAM
1486
Van Cleef Asset Management
Ohio
$267K -$13.6K -150 -5%
BCG
1487
Breakwater Capital Group
New Jersey
$266K +$6.28K +69 +3%
GHAM
1488
Gilman Hill Asset Management
Connecticut
$266K -$9.46K -104 -4%
HB
1489
HTLF Bank
Colorado
$265K +$248K +2,726 New
WBC
1490
West Branch Capital
Massachusetts
$264K -$10.6K -116 -4%
CPSC
1491
Carl P. Sherr & Co
Massachusetts
$264K – – –
KIA
1492
Kraematon Investment Advisors
Massachusetts
$264K +$2.09K +23 +0.9%
AW
1493
Alaethes Wealth
Nevada
$264K -$3.18K -35 -1%
AC
1494
Apella Capital
Connecticut
$264K +$33.7K +370 +16%
DG
1495
DMC Group
Alabama
$264K -$108K -1,191 -30%
VCP
1496
Verus Capital Partners
Arizona
$264K +$26.9K +296 +12%
CA
1497
CapWealth Advisors
Tennessee
$262K -$18.6K -205 -7%
BWM
1498
Blossom Wealth Management
California
$261K +$1.36K +15 +0.6%
GG
1499
Gleason Group
Kentucky
$261K +$2.55K +28 +1%
HGA
1500
Hobbs Group Advisors
South Carolina
$261K +$245K +2,689 New
58 59
60
61 62